Moss Adams Wealth Advisors’s Eli Lilly LLY Stock Holding History

Moss Adams Wealth Advisors’s Portfolio LLY Stock Details LLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.73M	Buy	4,778 +1,922	+67%	+$1.96M	0.36%	24
2026 Q1	$2.63M	Buy	2,856 +239	+9%	+$242K	0.19%	40
2025 Q4	$2.81M	Buy	2,617 +158	+6%	+$151K	0.2%	38
2025 Q3	$1.88M	Sell	2,459 -490	-17%	-$365K	0.15%	51
2025 Q2	$2.3M	Buy	2,949 +139	+5%	+$108K	0.21%	44
2025 Q1	$2.32M	Buy	2,810 +276	+11%	+$230K	0.24%	36
2024 Q4	$1.96M	Buy	2,534 +25	+1%	+$20.7K	0.21%	39
2024 Q3	$2.22M	Buy	2,509 +341	+16%	+$307K	0.24%	34
2024 Q2	$1.96M	Buy	2,168 +489	+29%	+$391K	0.27%	33
2024 Q1	$1.31M	Buy	1,679 +420	+33%	+$299K	0.21%	40
2023 Q4	$734K	Buy	1,259 +529	+72%	+$309K	0.15%	42
2023 Q3	$392K	Buy	730 +278	+62%	+$143K	0.13%	49
2023 Q2	$212K	Buy	+452	New	+$190K	0.07%	88

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Moss Adams Wealth Advisors's LLY Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its Eli Lilly (LLY) stake by 67% in Q2 2026, buying an estimated $1.96M and bringing the position to 4,778 shares worth $5.73M. The position accounts for 0.36% of the portfolio, ranked #24.

Moss Adams Wealth Advisors first reported a position in LLY in Q2 2023 and has held it in 13 quarters since. 1,844 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Moss Adams Wealth Advisors held 4,778 shares of Eli Lilly worth $5.73M as of Q2 2026.
Moss Adams Wealth Advisors bought 1,922 Eli Lilly shares in Q2 2026, an estimated $1.96M.
Eli Lilly made up 0.36% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #24 holding.
Moss Adams Wealth Advisors first reported a position in Eli Lilly in Q2 2023 and has held it in 13 quarters since.
1,844 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.